# Belmont Village, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/belmont-village-l-p-401k-plan

> Belmont Village, L.P.'s 401(k) plan: 2,688 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Belmont Village, L.P.

- **Sponsor EIN:** 742868232

- **Sponsor Address:** 7660 WOODWAY DRIVE, SUITE 400, HOUSTON, TX, 77063

- **Plan Type:** 401(k)

- **Total Participants:** 2,688

- **Total Assets:** $59.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,688|$59.2M|$1.7M|$4.8M|

| 2023|2,469|$51.8M|$1.4M|$4.2M|

| 2022|2,216|$44.3M|$1.4M|$4.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$104,847|—|$104,847|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$50,445|—|$50,445|

| CROWE LLP|AUDITOR|$24,150|—|$24,150|

| CROWE|Auditor|$24,150|—|$24,150|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $203,592

- **Estimated Expense Ratio:** 0.344% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$179,442|$50,445|—|$24,150|—|

| 2023|$65,259|$41,409|—|$23,850|—|

| 2022|$64,003|$64,003|—|—|—|

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